Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 05-01-2020 , and ending 04-30-2021
Name of foundation
OSTER FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)429 SYLVAN AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ENGLEWOOD, NJ07632
A Employer identification number

22-3188305
B Telephone number (see instructions)

(201) 567-0070
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,625,723J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,985 1,985  
4 Dividends and interest from securities... 60,194 60,194  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 14,372
b Gross sales price for all assets on line 6a 354,531
7 Capital gain net income (from Part IV, line 2)... 14,372
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 76,551 76,551  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 22,533 11,266   11,267
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,020 491   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 35,047 35,047   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 58,600 46,804   11,267
25 Contributions, gifts, grants paid....... 206,800 206,800
26 Total expenses and disbursements. Add lines 24 and 25 265,400 46,804   218,067
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -188,849
b Net investment income (if negative, enter -0-) 29,747
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 36,533 152,934 152,934
2 Savings and temporary cash investments......... 563,861    
3 Accounts receivable bullet121,800
Less: allowance for doubtful accounts bullet   121,800 121,800 121,800
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 150,312 0 0
b Investments—corporate stock (attach schedule)....... 2,896,098 Click to see attachment3,305,021 4,350,989
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,768,604 3,579,755 4,625,723
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,768,604 3,579,755
29 Total net assets or fund balances (see instructions)..... 3,768,604 3,579,755
30 Total liabilities and net assets/fund balances (see instructions). 3,768,604 3,579,755
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,768,604
2
Enter amount from Part I, line 27a .....................
2
-188,849
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,579,755
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,579,755
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a FIDELITY 9465 P    
b FIDELITY PORTFOLIO P    
c CHARLES SCHWAB 9943-4531 P    
d PARK AVENUE P    
e CAPITAL GAIN DISTRIBUTION P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 194,128   194,426 -298
b 150,986   140,550 10,436
c 31   23 8
d 8,343   5,160 3,183
e 1,043     1,043
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -298
b       10,436
c       8
d       3,183
e       1,043
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 14,372
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 413
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 413
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 413
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 257
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 257
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 156
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNJ
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletANN OSTER Telephone no.bullet (201) 567-0070

    Located atbullet429 SYLVAN AVENUEENGLEWOOD CLIFFSNJ ZIP+4bullet07632
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ANN OSTER PRESIDENT
    5.00     		0 0 0
    429 SYLVAN AVENUE
    ENGLEWOOD,NJ07632
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,951,378
    b
    Average of monthly cash balances.......................
    1b
    283,477
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,234,855
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,234,855
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    63,523
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,171,332
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    208,567
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    208,567
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    413
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    413
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    208,154
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    208,154
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    208,154
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    218,067
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    218,067
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    218,067
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 208,154
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 237,658
    b From 2016...... 122,757
    c From 2017...... 308,112
    d From 2018...... 111,919
    e From 2019...... 380,583
    fTotal of lines 3a through e........ 1,161,029
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 218,067
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 208,154
    e Remaining amount distributed out of corpus 9,913
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,170,942
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		237,658
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		933,284
    10 Analysis of line 9:
    a Excess from 2016.... 122,757
    b Excess from 2017.... 308,112
    c Excess from 2018.... 111,919
    d Excess from 2019.... 380,583
    e Excess from 2020.... 9,913
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    MUSEUM OF JEWISH HERITAGE
    36 BATTERY PL
    NEW YORK,NY10280     		NONE   CONTRIBUTION MADE TO HELP MUSEUM OF JEWISH HERITAGE FULFILL ITS MISSION OF HOLOCAUST EDUCATION AND REMEMBRANCE. 100,800
    JEWISH HOME FOUNDATION
    10 LINK DRIVE
    ROCKLEIGH,NJ07647     		NONE   CONTRIBUTION MADE TO SUPPORT THE FOUNDATION CARRYING ON ITS MISSION TO PROVIDE CARE TO THE ELDERLY AND THE FAMILIES. 36,000
    ALS TDI
    480 ARSENAL ST
    WATERTOWN,MA02472     		NONE   CONTRIBUTION MADE TO FINANCIALLY SUPPORT ALS THERAPY DEVELOPMENT INSTITUTE IN FINDING TREATMENTS FOR AMYOTROPHIC LATERAL SCLEROSIS. 10,000
    FRIENDS OF THE IDF
    1430 BROADWAY
    NEW YORK,NY10118     		NONE   CONTRIBUTION MADE TO SUPPORT MEN AND WOMEN SERVING IN THE ISRAEL DEFENSE FORCES, WOUNDED VETERANS AND THE FAMILIES OF FALLEN SOLDIERS. 30,000
    WORLD THEATRE
    11801 BROOKDALE LANE
    STUDIO CITY,CA91604     		NONE   DONATION MADE TO SUPPORT WORLD THEATRE CONTINTUE TO PROVIDE HISHTORICALLY IMPORTANT FILMS AND ENTERTAINMENT TO PUBLIC. 20,000
    FAIRVIEW POLICE DEPARTMENT
    57 ANDERSON AVE
    FAIRVIEW,NJ07022     		NONE   CONTRIBUTION MADE TO SUPPORT FAIRVIEW POLICE DEPARTMENT IN APPRECAITION OF LOOKING AFTER PUBLIC SAFETY. 10,000
    Total .................................bullet 3a 206,800
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 1,985  
    4 Dividends and interest from securities....     14 60,194  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 14,372  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 76,551 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    76,551
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    OSTER FAMILY FOUNDATION INC
    EIN:
    22-3188305
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 22,533 11,266   11,267

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    OSTER FAMILY FOUNDATION INC
    EIN:
    22-3188305
    Name of Stock End of Year Book Value End of Year Fair Market Value
    5229.45 SHS OF PARNASSUS MIO CAP FD INSTITUTIONAL (PFPMX) 175,975 235,380
    19402.493 SHS OF DOUBLELLNE FLOATING RATE FUND CL I (DBFRX) 213,170 210,900
    29750.199 SHS OF EATON VANCE SHORT DURATION GOV INC I (EILDX) 246,825 245,656
    2645.369 SHS OF GUGGENHEIM INVESTMNT GRADE BOND CL INSTL (GIUSX) 129,568 129,797
    43135.441 SHS OF LORD ABBETT SHORT DURATION INCOME CL I (LLDYX) 184,038 186,522
    14649.638 SHS OF PGIM TOTAL RETURN BOND CL Z(PDBZX) 294,559 290,826
    12343.156 SHS OF VANGUARD SHORT TERM INVMT GRADE ADMIRAL (VFSUX) 209,775 213,743
    1783.131 SHS OF ISHARES TIPS BOND ETF(TIP) 204,681 226,931
    188 SHS OF ALIBABA GROUP HOLDING LTD SPON ADS 36,360 49,423
    13 SHS OF ALPHABET INC CAP STK CL C 21,039 40,972
    13 SHS OF ALPHABET INC CAP STK CL C 21,142 40,010
    19 SHS OF AMAZON.COM INC (AMZN) 40,963 72,816
    46 SHS OF AMGENINC(AMGN) 12,307 14,378
    143 SHS OF AUTODESK INC COM (ADSK) 28,515 51,668
    33 SHS OF AUTOMATIC DATA PROCESSING INC COM 4,947 6,171
    135 SHS OF BOEING CO COM 22,039 36,318
    171 SHS OF CERNER CORP COM USDO.01 (CERN) 13,395 15,610
    310 SHS OF CISCO SYS INC COM (CSCO) 21,572 22,655
    146 SHS OF COLGATE-PALMOLIVE CO COM USD1.00(CL) 11,768 14,203
    110 SHS OF DEERE & COMPANY (OE) 22,097 55,257
    200 SHS OF EXPEDITORS INTL WASH INC COM (EXPD) 17,525 26,147
    192 SHS OF FACEBOOK INC-CLASS A{FB) 38,029 72,168
    37 SHS OF FACTSET RESH SYS INC COM (FOS) 10,663 15,130
    32 SHS OF ILLUMINA INC COM USD0.01(ILMN) 14,835 18,071
    11 SHS OF INTUITIVE SURGICAL INC COM NEW(ISRG) 8,091 13,840
    171 SHS OF MICROSOFT CORP (MSFT) 25,394 49,679
    353 SHS OF MONSTER BEVERAGE CORP NEW COM 23,145 37,752
    164 SHS OF NOVARTIS A G SPONSORED ADR (NVS} 15,744 16,366
    110 SHS OF NOVO NORDISK A/S ADR-EACH CNV INT0 1 4,679 8,135
    80 SHS OF NVIDIA CORP 15,552 52,833
    552 SHS OF ORACLE CORP COM 36,088 53,659
    153 SHS OF QUALCOMM INC 21,836 42,195
    54 SHS OF REGENRON PHARMACEUTICALS (REGN) 21,786 25,990
    519 SHS OF ROCHE HLDG LTD SPONSORED ADR (RHHBY) 22,560 23,978
    207 SHS OF SEI INVESTMENTS CO COM (SEIC) 14,773 15,421
    156 SHS OF SALESFORCE.COM INC COM USD0.001 (CRM) 28,750 42,149
    249 SHS OF SCHLUMBERGER LIMITED COM USDO.01 (SLS) 14,486 6,735
    148 SHS OF STARBUCKS CORP COM USDO.001 (SBUX) 22,572 37,095
    243 SHS OF VISA INC COM CL A (V) 40,901 62,594
    49 SHS OF WORKDAY INC COM USD0.001 CL A(WDAY) 9,256 15,314
    97 SHS OF YUM BRANDS INC (YUM) 11,084 14,701
    162 SHS OF YUM CHINA HLDGS INC COM (YUMC) 5,475 10,193
    186 SHS OF JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 (JCI) 11,258 20,635
    117 SHS OF SEAGATE TECHNOLOGY PLC COM USDO.00001 (STX) 9,458 16,340
    216 SHS OF ALLY FINANCIAL INC COM USDO.01(ALLY) 6,161 11,113
    184 SHS OF ALTICE USA INC CL A(ATUS) 5,292 6,681
    23 SHS OF ALTRIA GROUP INC(MO) 5,687 6,828
    131 SHS OF AMERIPRISE FINANCIAL INC COM USOO.01 (AMP) 19,010 33,850
    4 SHS OF APPLE INC COM USD0.00001(AAPL) 1,301 2,103
    228 SHS OF BANK OF AMERICA CORP (BAC) 9,395 16,253
    17 SHS OF BIOGEN INC COM USD0.0005(BIIB) 7,172 6,683
    1 SHS OF BOOKING HOLDINGS INC COM(BKNG) 4,770 7,398
    139 SHS OF CF INDUSTRIES HOLDINGS INC COM USD0.01 (CF) 6,729 6,760
    119 SHS OF CSX CORP COM USD1 (CSX) 8,821 11,989
    51 SHS OF CATERPILLAR INC COM USD1.00(CAT) 7,463 14,143
    124 SHS OF CELANESE CORP DEL COM(CE) 15,111 23,341
    249 SHS OF CITI GROUP INC COM NEW (C) 18,280 19,377
    6 SHS OF CUMMINS INC (CMI) 5,782 8,821
    57 SHS OF DAVITA INC COM (DVA) 4,030 6,642
    280 SHS OF DELTA AIR LINES INC DEL COM NEW (DAL) 4,886 4,176
    336 SHS OF EBAY INC (ESAY) 9,594 14,226
    218 SHS OF EQUITABLE HLDGS INC COM(EQH) 5,054 7,462
    376 SHS OF HOWMET AEROSPACE INC COM(HWM) 9,856 15,341
    40 SHS OF INTERNATIONAL PAPER CO COM USD1.00 (IP) 1,571 2,320
    31 SHS OF JPMORGAN CHASE & CO COM USD1.00 (JPM) 2,816 4,768
    8 SHS OF LAM RESEARCH CORP COM USD0.001 (LRCX) 2,172 4,964
    123 SHS OF ELI LILLY AND CO COM(LLY) 15,948 22,481
    56 SHS OF MCKESSON CORP (MCK) 11,702 15,192
    370 SHS OF MET LIFE INC COM USDO.01 (MET) 18,464 25,388
    93 SHS OF MORGAN STANLEY COM USD0.01(MS) 4,610 10,897
    29 SHS OF NETAPP INC COM (NTAP) 2,661 4,481
    12 SHS OF PNC FINANCIAL SERVICES GROUP COM USD5 (PNC) 1,184 2,243
    151 SHS OF PFIZER INC (PFE) 4,730 5,836
    359 SHS OF REGIONS FINL CORP (RF) 6,726 7,826
    51 SHS OF STATE STR CORP COM (STT) 4,098 5,877
    314 SHS OF SYNCHRONY FINANCIAL COM USDO.001 (SYF) 10,792 16,096
    68 SHS OF TERADYNE INC COM USD0.125(TER) 11,157 28,018
    190 SHS OF WALGREENS BOOTS ALLIANCE INC COM (WBA) 10,826 10,089
    64 SHS OF WATERS CORP (WAT) 16,137 22,790
    311 SHS OF WELLS FARGO CO NEW COM (WFC) 15,916 16,128
    698 SHS OF WESTERN UNION CO COM (WU) 12,740 15,482
    35 SHS OF ALLEGION PLC ORD SHS(ALLE) 3,409 4,703
    188 SHS OF NVENT ELECTRIC PLC COM USDO.01 (NVT) 5,009 5,725
    21 SHS OF ANSYS INC COM USDO.01 (ANSS) 4,491 8,045
    57 SHS OF ASPEN TECHNOLOGY INC COM (AZPN) 7,266 8,635
    103 SHS OF BERKLEY WR CORP COM (WRB) 6,163 9,168
    69 SHS OF CDW CORP COM USDO.01 (COW} 7,120 13,910
    52 SHS OF CHARLES RIV LABORATORIES INTL INC (CAL) 6,866 17,287
    24 SHS OF COOPER COS INC COM USDO.10(COO) 6,544 9,861
    79 SHS OF COPARTINCCOMUSDO.0001(CPRT) 5,760 11,081
    135 SHS OF DOCUSIGN INC COM (OOCU) 6,289 22,963
    154 SHS OF ELANCO ANIMAL HEALTH INC COM (ELAN} 5,231 4,883
    29 SHS OF EQUIFAX INC COM USD1.25(EFX) 3,292 6,648
    138 SHS OF FLIR SYS INC (FLLR) 8,903 9,295
    13 SHS OF FAIR ISAAC CORP COM(FICO) 3,686 6,778
    39 SHS OF HENRY JACK &ASSOCIATES INC COM USDO.01 (JKHY) 6,600 6,839
    84 SHS OF INTERACTIVE BROKERS GROUP INC COM 4,580 6,008
    29 SHS OF LENNOX INTERNATIONAL INC COM USOO.01 (LLL) 7,403 11,066
    41 SHS OF MSCIINC COM (MSCI) 7,347 17,488
    50 SHS OF NORDSON CORP COM(NOSN} 8,497 12,473
    33 SHS OF POOL CORP COM (POOL) 6,226 15,211
    41 SHS OF PRIMERICA INC COM USOO.01 {PRI} 5,944 7,509
    44 SHS OF RBC BEARINGS INC (ROLL) 7,638 9,972
    119 SHS OF ROLLINS INC COM (ROL) 4,131 6,636
    97 SHS OF SCOTTS MIRACLE-GRO CO (SMG) 9,673 24,965
    85 SHS OF SITEONE LANDSCAPE SUPPLY INC COM (SITE) 6,393 16,862
    101 SHS OF THOR INDS INC (THO) 8,697 16,424
    38 SHS OF ZEBRA TECHNOLOGIES CORPORATION CL A (ZBRA) 7,881 18,534
    72 SHS OF ACCENTURE PLC CLS A USDO.0000225(ACN) 16,075 26,097
    37 SHS OF ICON PLC SHS(ICLR} 7,139 10,197
    68 SHS OF STERIS PLC ORO USDO.001 (STE) 9,190 15,827
    202 SHS OF ALCON INC (ALC) 15,420 19,681
    51 SHS OF ASML HOLDING N VNY REGISTRY SHS (ASML) 12,954 39,534
    52 SHS OF FERRARI N V EUR0.01 NEW(RACE) 8,091 11,151
    423 SHS OF ALA GROUP LTD SPONSORED ADR (AAGIY} 16,788 24,565
    117 SHS OF AMADEUS RR GROUP SA UNSPONSORED ADS (AMADY) 9,639 7,975
    288 SHS OF ATLAS COPCO AB SP ADR A NEW(ATLKY) 9,741 20,000
    221 SHS OF CSL LTD-SPONSORED ADR(CSLLY) 19,810 25,568
    67 SHS OF CANADIAN PACIFIC RAILWAY COMPANY COM 17,149 28,731
    247 SHS OF DSV AS ADR(DSDVY) 16,061 37,741
    110 SHS OF ESSILORLUXOTTICA UNSPONSORED ADR (ESLOY) 8,407 10,779
    598 SHS OF EXPERIAN PLC SPAN ADR EACH REP 1 ORO SHS(EXPGY) 17,157 24,987
    210 SHS OF HDFC BANK LTD SPON ADS EACH REP 3 ORD 12,221 17,711
    171 SHS OF LVMH MOET HENNESSY VUITTON SE ADR EACH 13,847 29,264
    70 SHS OF LULULEMON ATHLETICA INC COM USD0.005 (LULU) 16,264 23,134
    16 SHS OF METTLER-TOLEDO INTERNATIONAL INC COM USD0.01 (MTD) 10,166 19,700
    125 SHS OF NESTLE SA SPONSORED ADR {NSRGY) 13,474 17,451
    224 SHS OF PERNOD RICARD AOR EACH REPR 0.20 ORO (PDRDY) 8,831 11,439
    93 SHS OF RESMEO INC (RMO) 12,190 19,549
    25 SHS OF SHOPIFY INC COM NPB CL A 9,186 26,015
    516 SHS OF SIKA AG UNSP ADR EACH REP 0.10 ORD SHS (SXYAY) 9,429 15,397
    305 SHS OF SMITH & NEPHEW ADR EACH REPR 2 ORD (SNN) 15,272 14,591
    297 SHS OF TAIWAN SEMICONDUCTOR MANUFACTURING SPON 17,062 43,427
    283 SHS OF TENCENT HLDGS LTD INSPON ADR (TCEHY) 15,996 28,678
    263 SHS OF WAL-MART DE MEXICO SAB DE CV ADR EACH 8,875 10,398
    20 SHS OF BOSTON PROPERTIES INC COM USD0.01 (BXP) 3,231 3,499
    476 SHS OF HOST HOTELS &RESORTS INC COM(HST) 9,084 10,569
    80 SHS OF REGENCY CENTERS CORP COM USD0.01 (REG) 5,142 5,093
    140 SHS OF VORNADO REALTY TRUST COM SHS OF BEN INT 8,438 6,405
    3 SHS OF ESSEX PPTY TR INC COM (ESS) 727 872
    57 SHS OF AON PLC REGISTERED SHS CL (AON) 11,629 14,332
    99 SHS OF AT&T INC COM (T) 2,939 3,110
    46 SHS OF BRIGHT HORIZONS FAMILY SOLUTIONS INC (BFAM) 5,551 6,662
    17 SHS OF CHEMED CORP NEW COM (CHE) 8,067 8,102
    127 SHS OF DISNEY WALT CO DISNEY COM (DIS) 15,010 23,625
    39 SHS OF DOW INC COM (DOW) 1,426 2,438
    69 SHS OF EXPONENT INC (EXPO) 5,589 6,647
    73 SHS OF FIFTH THIRD BANCORP COM (FITB) 1,572 2,959
    159 SHS OF LIBERTY GLOBAL PLC SHS CL C 3,639 4,303
    191 SHS OF LONZA GROUP AG ADR (IIAGY) 11,919 12,104
    162 SHS OF LUMEN TECHNOLOGIES INC LA COM (IUMN) 1,568 2,078
    52 SHS OF LYONDELLSASELL INDUSTRIES N V ORD (LYS) 3,518 5,394
    9 SHS OF M&T BK CORP (MTS) 972 1,419
    63 SHS OF MASCO CORP COM (MAS) 3,002 4,024
    23 SHS OF MERCADOLIBRE INC COM (MELI) 15,660 36,133
    20 SHS OF PRUDENTIAL FINL INC COM (PRU) 1,298 2,007
    18 SHS OF VIATRIS INC COM (VTRS) 248 239

    TY 2020 OtherExpensesSchedule
    Name:
    OSTER FAMILY FOUNDATION INC
    EIN:
    22-3188305
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 34,629 34,629   0
    MISCELLANEOUS EXPENSE 418 418   0


    TY 2020 TaxesSchedule
    Name:
    OSTER FAMILY FOUNDATION INC
    EIN:
    22-3188305
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INTERNAL REVENUE SERVICE 529 0   0
    FOREIGN TAXES 387 387   0
    OTHER TAXES 104 104   0